Ann: Open Briefing, page-19

Of course success is dependant on acceptance by the end user! Take reference on the number of development kits, and those that have progressed to OEM partnerships. 

You should also reference the poster they recently released about the productivity gains - reading 100 samples at once is better than manually look at individual labels. 

The $600k debt facility is in relation to R&D credits - eg debt racked up and then paid off when the R&D credits come in. This was specifically made reference to in the open briefing. 

As for the other stuff, I'll let you read through the announcements and make your own opinion.